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SalaryAre you looking for an opportunity to get stuck in with an award-winning business? Do you want to be offered funded qualifications? Is it your passion to progress? LOOK NO FURTHER!
A leading Financial Services client based in Bury St Edmunds is looking for a personable, dedicated, and motivated individual to join their bubbly team as a Financial Planning Support Assistant. This business has OUTSANDING benefits, and prides themselves on their ability to provide excellent support to their colleagues.
Key Responsibilities:
- Provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
- Ensure that client records are up to date and that internal systems and processes are followed
- Support and develop junior team members
- Generate and compile documents to create accurate client review packs.
- Liaise with clients, dealing with queries and servicing requirements.
- Completing post meeting actions and conducting various housekeeping checks.
- Collating documents, drafting suitability letters and increment letters.
Benefits:
- Funded qualifications including paid study leave, study books and resources paid for
- Personalised progression plans to ensure your success and progression in the business
- 1st class training from an award-winning business
- Free parking
- 25 days holiday+ bank holidays plus closure between Christmas and new year
- Flexible working
- Social events
- Length of service recognition
- Discounted legal services
- A refer a friend bonus
- Annual salary reviews and performance related bonuses
- Private healthcare and healthcare cash plan
Skills & Requirements:
- Our client will consider applicants with varying levels of Financial Planning assistance experience (salary dependant on experience)
- Dedicated, hardworking, personable, and want to build a long term career
- Able to manage high volumes of work and prioritise
- Have a passion for the financial services industry
- Previous experience within an administration role
- Be able to work well in a team as well as be able to work under own initiative
- Have strong communication skills both written and verbal
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